ZynergyRetirementPlanning

ZynergyRetirementPlanning as of June 30, 2025

Portfolio Holdings for ZynergyRetirementPlanning

ZynergyRetirementPlanning holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.8 $35M 57k 620.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 19.0 $28M 1.2M 23.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $21M 940k 22.10
Schwab Strategic Tr Us Reit Etf (SCHH) 10.4 $15M 730k 21.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 9.6 $14M 567k 25.30
Schwab Strategic Tr Us Tips Etf (SCHP) 7.6 $11M 424k 26.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.1 $9.1M 375k 24.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $3.5M 115k 30.14
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $2.9M 104k 27.67
Apple (AAPL) 0.7 $1.1M 5.3k 205.17
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $867k 20k 42.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $816k 1.5k 551.64
Vanguard World Financials Etf (VFH) 0.4 $630k 5.0k 127.30
Home Depot (HD) 0.4 $608k 1.7k 366.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $516k 18k 29.21
Vanguard Index Fds Value Etf (VTV) 0.3 $467k 2.6k 176.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $461k 6.9k 67.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $405k 15k 26.50
JPMorgan Chase & Co. (JPM) 0.3 $383k 1.3k 289.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $330k 14k 23.83
Vanguard Index Fds Small Cp Etf (VB) 0.2 $321k 1.4k 236.98
Spdr Gold Tr Gold Shs (GLD) 0.2 $302k 992.00 304.83
Vanguard World Utilities Etf (VPU) 0.2 $256k 1.5k 176.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $255k 1.9k 133.31
NVIDIA Corporation (NVDA) 0.1 $217k 1.4k 157.99